Meet the Finance Transformation Team

The Finance Transformation team started work on 26th September, making us one of the newer Service Excellence Programme Teams.

So far we have run a series of workshops to map out how each of the current finance processes work. Each workshop involved a small sample group of staff representing each of the Colleges and Support Groups, who created an overview of how the process is used, and any problems they have experienced.

If you missed the workshops, don’t worry as we’re now going through a process of validating the workshop findings, which means we are looking for opinions from people across the University, so you still have a chance to have your say. If you would like to take part in the validation, please get in touch with us and let us know.

Who are the Finance Transformation Team?

The Finance Transformation Team brings together staff from a range of University departments and professional backgrounds.

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Garry Robertson                             

Garry is the Senior Systems Accountant in the Finance Department and the University lead for the Service Excellence Finance Transformation programme. Garry has led on numerous large scale Finance system implementations and upgrades for the University and has recently completed the Finance Services Review project, looking at people, processes, policies and systems, much of which will provide a starting point for the Finance Transformation work.

He is leading on the Strategic Reporting and Operational Reporting processes, and is the University of Edinburgh lead for the Service Excellence Finance Transformation programme

Dawn Holmes                                  

Dawn is a Senior Project and Programme Manager from the Information Services Project Services Division. Dawn has been project managing the Finance Department project programme for a number of years and has also project managed many of the individual Finance projects in that time, building up a great knowledge of finance processes and procedures to add to her project management and IT skills.

She is leading on the Internal Transfers, Finance System Service and Stores processes.

Chris Thacker                                   

Chris is a Senior Management Accountant at the College of Medicine and Vet Medicine. Chris has been involved in several secondments and change management programmes within the College and has been involved with internal reviews of finance processes and coding hierarchy restructures.

He is leading on the Ongoing Forecasting and Budgeting, Treasury, and Capital Programmes/Budgets processes.

Sarah Hogarth                                 

Sarah is a Procurement Manager within the Procurement department and has led on a number of high profile procurements. Sarah has also developed procurement strategies and has a focus on best value and securing efficiencies and savings.

She is leading on the Purchasing, Procurement, Fixed Asset Management processes.

Alyson Macdonald                          

Alyson has held a number of roles across the University, the most recent of which was Research and Development Manager of AQMeN.  She has also worked in the School of History, Classics and Archaeology, the ESRC Innogen Centre, the School of Biological Sciences and the School of Informatics, so will bring a broad range of knowledge and experience to the programme.

She his leading on the Financial Planning and Research Grants processes, and also writes the programme blog.

 

And our KPMG colleagues are:

Rona Stewart

Rona joined KPMG in September 2012, starting in the audit and assurance practice where she obtained her CA qualification before moving in to Management Consulting.  She started working on the University’s Finance Transformation Programme in September 2016.  Since transferring to Management Consulting, Rona has been involved in a number of finance transformation projects, and is focussing on developing public sector expertise.

She is leading on the Statutory Reporting, Sales and Payment Strategy processes

Troy Hutson

Troy joined KPMG in 2009 and obtained his CA qualification in 2012. In his 6 years in the Australian firm Troy has work across commercial planning and delivery, project management and transformation programmes specialising in financial models. Since coming to the UK in 2015 on secondment, Troy has focused on large scale IT implementations and IT and Finance Risk Management.

Troy is the KPMG lead for the Service Excellence Finance Transformation programme.

Contact the Finance Transformation Team

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